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Benefits of Membership

Great Lakes Chapter

(Includes the states of Illinois & Wisconsin)

Chapter Officers   ·   Committee Chairs   ·   Meeting Dates/Info
Past Chapter Meeting Minutes   ·   Financial Report   ·   Chapter Guidelines   ·   Photo Gallery

Welcome to the Great Lakes Chapter Webpage

This area is your resource for information about past, current and future meetings, events and news. Please visit often as the information will be updated frequently.

Many of the documents available for download are in Adobe Acrobat PDF. You will need the Adobe Acrobat Reader software to view, save and print the documents. Visit www.adobe.com for download instructions, available at no charge.

Members: Email and additional contact information for individuals listed below is available in the Online Membership Directory.


Chapter Officers

Bill Boyce

Wolters Kluwer Financial Services
Account Executive
3329 Stillwell Ct Woodridge, IL 60517-1412
(888) 542-8886

Brad Whatley

Vice President
Brad Whatley
The Jacobson Group
Senior Vice President
D: +1 (312) 884-0465


Carolyn Heindl

Carolyn Heindl
BCS Financial Corporation
2 Mid America Plaza, 200
Oakbrook Terrace, IL 60181
Office: 630.472.7714

Paul Doetsch

Florence Marafatsos, HIA, MHP, PAHM, ALHC
Fortress Insurance Company
Regulatory Manager
425 N. Martingale Road, Suite 900
Schaumburg, IL 60173-2406
Phone: 847-653-8466


Michael Hartman

Regional Director
Dearborn National Life Insurance Company
701 E. 22nd Street, Suite 300
Lombard, IL 60148
(630) 458-5745

Sonja A. Rodebaugh

Past President
Sonja A. Rodebaugh
Martin & Company
Dixon, IL 61021
Phone: 815-284-6333


Committee Chairs

Planning Committee

Bill Boyce

Nominating Committee

Jim Morgan

Membership Committee


Chapter Webmaster:

Kent Davies


Great Lakes Chapter Meeting

2019 Great Lakes Chapter E-Day

June 25, 2019

$100.00 per Member; $125 per Non-Member; $100 per New Member*
(*waived with proof of national membership)
$50 per Regulator
(Registration Deadline June 14, 2019)

Registration – 8:00 AM to 8:45 AM
Welcome & Keynote Speaker – 8:45 AM to 9:45 AM
Breakout Session I – 10:00 AM to 11:00 PM
Breakout Session I – 11:15 AM to 12:15 PM
Lunch & Business Meeting – 12:15 PM to 1:15 PM
Keynote Speaker – 1:30 PM to 2:30 PM
Breakout Session III – 2:45 PM to 3:45 PM

5 East Wilson Street
Madison, WI

Please join us for our 2019 E-Day on June 25th. Our biennial, full-day E-Day will be held at the Madison Club in Madison, WI (5 East Wilson, Madison, WI). Our agenda will include keynote speeches from Illinois and Wisconsin officials. E-Day topics will include: updates from the NAIC; Receivership, New York Regulation 187; Flood Insurance, E-Delivery, Market Conduct Findings for Life & Health; Cannabis, Regulatory Roundtables, Business Meeting and numerous networking opportunities.

Monday Evening (June 24th): For those arriving Monday evening and those in the area, we are having a reception from 5:30 pm – 7:30 pm at the Hilton Hotel (9 East Wilson, 14th Floor).

Hotel Information
For those needing overnight accommodations, a block of hotel rooms are available for a rate of $179 per night at Hilton Madison. To get this special rate, you can call the hotel directly to make your reservation and indicate you are with the AICP. Reservations must be made by June 1, 2019.

Toll Free Phone Number: 1-877-510-7465 or 414-935-5941
Group Name: AICP Education Day
Group Code: AICP

The Hilton has also created a secure and private reservation website personalized for your group. Please see the link listed below:

Cancellation Policy: 48-hr cancellation policy. Late cancels or "no shows" will be charged one night’s room and tax. No show reservations are released and are not automatically reinstated.

We look forward to seeing you for a fun and informative 2019 E-Day!

Any questions? Contact Laura Lemke or Bill Boyce.

OSD Overview
NY Regulation 187 Slides
Click here to register online
Click here to register by mail


Chapter Handbook

Speaker Policy


Financial Report


Chapter Guidelines

Click here to view the Chapter Guidelines (.pdf format)


Association of Insurance Compliance Professionals Copyright 2019
11130 Sunrise Valley Drive, Suite 350, Reston, VA 20191
Phone: (703) 234-4074
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